Job Summary

Provides specialized financial expertise in the areas of investments and trusts.

Job Functions

  • Provides oversight in specialized accounting and financial knowledge in the areas of investments and trusts.
  • Maintains in-house investment and trust system endowment portfolios.
  • Reconciles to the general ledger and ledger activity reports.
  • Prepares subsidiary reports for use by others.
  • Works with custodian bank, investment, and trust managers to resolve problems with trade execution and post trade activity.
  • Performs other related duties as required.

Minimum Qualifications

Bachelor’s degree and four years of experience with investment and/or trust management.

Job Family


FLSA Status


EEO Category


Rev. Date


Job Key


Pay Grade

To Be Determined